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Wise Wealth

Wise Wealth’s new and improved mobile application gives greater visibility into your overall financial picture

Wise Wealth’s new and improved mobile application gives greater visibility into your overall financial picture

Wise Wealth

by GeoWealth Management, LLC
Wise Wealth
Wise Wealth
Wise Wealth

What is it about?

Wise Wealth’s new and improved mobile application gives greater visibility into your overall financial picture. And now enhanced for both Clients and Wealth Advisors.

Wise Wealth

App Details

Version
3.3.1
Rating
NA
Size
21Mb
Genre
Finance
Last updated
September 30, 2020
Release date
August 31, 2017
More info

App Screenshots

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App Store Description

Wise Wealth’s new and improved mobile application gives greater visibility into your overall financial picture. And now enhanced for both Clients and Wealth Advisors.

For our clients, the app lets you:
• View your accounts in a consolidated manner
• See up-to-date performance returns and holdings on the household, account and portfolio levels
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for Wise Wealth Advisors and your Wealth Advisor
• And now with an improved interface and user experience

For Wealth Advisors, the app lets you:
• Search within your clients and see a consolidated view of accounts, portfolios, and holdings
• Review your upcoming CRM calendar as a whole or by client.

Clients can use the same login and password that you setup for our online client portal. If you haven’t setup online client portal access, or do not remember your login information, please reach out to your Wealth Advisor or Client Service Specialist.

This application is free to download.

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